Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.68%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$260B
AUM Growth
-$16.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,119
New
Increased
Reduced
Closed

Top Buys

1
+$816M
2
+$313M
3
+$312M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$284M
5
MSFT icon
Microsoft
MSFT
+$272M

Top Sells

1
+$2.05B
2
+$766M
3
+$541M
4
NFLX icon
Netflix
NFLX
+$491M
5
CB
CHUBB CORPORATION
CB
+$488M

Sector Composition

1 Healthcare 9.06%
2 Technology 9.06%
3 Financials 8.68%
4 Communication Services 7.55%
5 Consumer Staples 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
5576
$39K ﹤0.01%
1,776
-2,852
5577
$39K ﹤0.01%
3,200
+1,000
5578
$39K ﹤0.01%
14,544
+8,100
5579
$39K ﹤0.01%
5,451
+205
5580
$39K ﹤0.01%
2,112
+1,149
5581
$39K ﹤0.01%
10,007
+9,999
5582
$39K ﹤0.01%
1,780
5583
$38K ﹤0.01%
742
+696
5584
$38K ﹤0.01%
9,177
-1,114
5585
$38K ﹤0.01%
1,829
-92,614
5586
$38K ﹤0.01%
3,007
+1,300
5587
$38K ﹤0.01%
21,535
+416
5588
$38K ﹤0.01%
2,000
-40,000
5589
$38K ﹤0.01%
18,794
-51,098
5590
$38K ﹤0.01%
2,562
-2,625
5591
$37K ﹤0.01%
204
-180
5592
$37K ﹤0.01%
851
-123
5593
$37K ﹤0.01%
562
-9,118
5594
$37K ﹤0.01%
319
5595
$37K ﹤0.01%
3,079
-212
5596
$37K ﹤0.01%
2,421
-582
5597
$37K ﹤0.01%
1,597
-251
5598
$37K ﹤0.01%
4,513
-3
5599
$37K ﹤0.01%
21,018
+16,190
5600
$36K ﹤0.01%
2,937
-3
222 223
224
225 226